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Provenance Wealth Advisors’s Coca-Cola KO Stock Holding History

Provenance Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.2K Buy
1,134
+74
+7% +$5.84K 0.01% 189
2026
Q1 		$80.6K Hold
1,060
– – 0.01% 174
2025
Q4 		$74.1K Sell
1,060
-152
-13% -$10.6K 0.01% 178
2025
Q3 		$80.4K Hold
1,212
– – 0.01% 180
2025
Q2 		$85.7K Hold
1,212
– – 0.01% 172
2025
Q1 		$86.8K Hold
1,212
– – 0.01% 192
2024
Q4 		$75.5K Hold
1,212
– – 0.01% 203
2024
Q3 		$87.1K Buy
1,212
+152
+14% +$10.4K 0.01% 201
2024
Q2 		$67.5K Sell
1,060
-152
-13% -$9.41K 0.01% 199
2024
Q1 		$74.2K Buy
1,212
+152
+14% +$9.13K 0.01% 202
2023
Q4 		$62.5K Buy
1,060
+100
+10% +$5.68K 0.01% 193
2023
Q3 		$53.7K Buy
+960
New +$57.6K 0.01% 173

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Provenance Wealth Advisors's KO Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Coca-Cola (KO) stake by 7% in Q2 2026, buying an estimated $5.84K and bringing the position to 1,134 shares worth $92.2K. The position accounts for 0.01% of the portfolio, ranked #189.

Provenance Wealth Advisors first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Provenance Wealth Advisors held 1,134 shares of Coca-Cola worth $92.2K as of Q2 2026.
  • Provenance Wealth Advisors bought 74 Coca-Cola shares in Q2 2026, an estimated $5.84K.
  • Coca-Cola made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Provenance Wealth Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.